Approval Process Overview
Conga Approvals allow you to initiate approval requests for any object and automatically notify relevant stakeholders via email. You can configure approvals at the object header, line item, or both levels. Once an approval request is initiated, approvers can conveniently approve or reject the request directly through email.
Approval Process:
- Consists of entry criteria and collection of actions and steps.
- Actions set Field values upon Approval submission, approval or rejection.
Approval Step:
- Specifies entry Criteria
- Specifies Approvers, defines dependencies between the approval steps i.e. parallel vs sequential approvals.
Approval Rule:
- Approval rules define logical decision points that shape your approval flows. Unlike standard flow steps that rely on a single reviewer, approval rules support multi-party decisions, which can be configured as Unanimous, Majority, Percent, or Quorum.
- Rules are also reusable, once created they can be applied across multiple approval flows.
Ad Hoc Approvals:
- An ad hoc approval process enables you to manually assign approvers at runtime instead of relying on predefined, rule-based workflows or routing logic.
- This approach is useful when approval paths change based on real-time business requirements or approver availability.
For more information related to Approvals, refer to Conga Documentation.